Sending automated emails using new case template framework

From PegaWiki
Revision as of 21:23, 9 September 2020 by Gudis1 (talk | contribs) (Second draft post David's review)

Jump to navigation Jump to search

Curator Assigned
Request to Publish
Version as of
Capability/Industry Area

↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓ Please Read Below ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓

Enter your content below. Use the basic wiki template that is provided to organize your content. After making your edits, add a summary comment that briefly describes your work, and then click "SAVE". To edit your content later, select the page from your "Watchlist" summary. If you can not find your article, search the design pattern title.

When your content is ready for publishing, next to the "Request to Publish" field above, type "Yes". A Curator then reviews and publishes the content, which might take up to 48 hours.

↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓ The above text will be removed prior to being published ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓


With the new case type templates, and the out-of-the-box case types that use these templates, you can modify the Send intake notification template in the Intake stage and the Send resolution notification template in the Resolution stage. The image below shows the Send intake notification shipped OOTB. Similar automatic notification steps can be added to various stages in a case life cycle.

Automated email notification.png

Customer service ships email templates out-of-the-box(OOTB) which captures most of the best practices we describe below for email. Implementation guide captures the steps on how to add an outbound email notification using the case template. In this article we showcase how any outbound email can leverage the templates and factors to consider for outbound emails.

Best practices to consider with any outbound email notification[edit]

  • Email clients: Customer service considers some of the popular email clients like outlook, gmail and aws mail. These email clients present peculiar challenges when HTML rendering is enabled. The formatting errors in the clients has to be tested based on your audience's prefered email client. You can check the current email client usage trend at
  • Email client form factor: The web and mobile form factors are considered. Also the dark mode in mobile has to be considered for the way the email is rendered.
    • Web look-n-feel: Here the information is centered with other portions deliberately left blank. This is done so that the rendering is uniform across all form factors.


  • Mobile look-n-feel: The full horizontal space is used in the mobile form factor.


  • Subject line: Short ( < 50 characters with spaces) subject lines are recommended. Avoid dynamic text in the subject unless the length of the dynamic text is fixed. Per HubSpot, 46% of the emails are read on mobile. Information beyond 60 characters definitely gets chopped off.
  • First line of email: The first line of the email is displayed along with the subject line in the notifications for end customers. It is recommended to place the key information in the first line.
  • Header logo: Logos as images have known to cause issues. It is best advised to use a combination of div and text (as used in the template) for easier rendering across all email clients. Some clients disable image download by default. The best way to
    • Tip: Store images on content delivery network (CDN) as most email clients allow links but not actual images as part of the email communications.
  • Linking Knowledge Management(KM) articles: In the samples above you will see KM articles being showcased dynamically. However, one needs to be careful and have an upper limit to the number of articles as this may result in an overflow especially with the mobile form factor. Limiting to max of 3 knowledge articles can be a best practice.
  • Beware of spam filters: If you send email campaigns for long enough, you’ll eventually run into spam-filter issues. As a rough estimate, consider keeping 2 scrolls length in a standard mobile phone.
  • Test, Test and Test!: Use A/B or Multivariate Testing to learn how changes to your content affects delivery and engagement.